See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,116 | $78,781-19.9% | $100,516-37.2% | $73,409-14.0% |
| Participation rate | 93.7% | 80.0%+13.7pp | 79.4%+14.3pp | 72.2%+21.5pp |
| Annual return | 23.27% | 31.69%-8.4pp | 30.89%-7.6pp | 59.29%-36.0pp |
| Employer contribution / active EE | $6,774 | $2,420+179.9% | $3,418+98.2% | $2,234+203.3% |
| Participant deferral / active EE | $10,109 | $6,537+54.6% | $6,270+61.2% | $3,805+165.6% |
| Admin fee / account holder | $8 | $145-94.8% | $8,081-99.9% | $158-95.2% |